Widows & Heirs

 

Widows & Heirs

Your trusted Brightworth team will watch out for you and help you make wise and thoughtful decisions to bring confidence, security, and peace of mind to you and your loved ones. We can also help you obtain a clear view of your new financial situation and design a strategy to manage your assets.

We will guide you through the estate settlement process so you don't have to go through it alone, coordinating with the other members of your financial team to help secure income and preserve wealth for your lifetime.

Our Expert Advisors

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®, CeFT®
Partner | Lead Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Dave Polstra, CPA, CFP®, CIMA®
Dave Polstra, CPA, CFP®, CIMA®
Partner | Co-Founder | Wealth Advisor

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.

Nathan Corbitt, CPA, CFA, CFP®
Nathan Corbitt, CPA, CFA, CFP®
Partner | Wealth Advisor

Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.